Downloading - Management Reports

Downloading - Management Reports

Management Reports

Ensure all dummy data has been entered first

Click on List. Under search results, select your dummy client using the tickbox on the left.

Management report

Click on the Management Report option in the left hand side menu and look for any reports that are not in the Wealth Axis Menu and run them against your selected dummy client. Ensuring that you do not tick any email options.

Please note what category the report is under in the dropdown menu.

If you find one that isn't run them using the option of 'Selected Clients Only'. And click 'Run' on the top left hand side of the screen.

Tick any options und

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